Trillium Quality for Dynamics 2.8.1 provides optional support for adding cleansable picklists to your forms, and default configurations are provided for picklists containing all 50 US states and 7 US Territories. To add a US states picklist in your form, you need to modify entity forms (as described on Modifying Entities, Forms, and Roles) and configure the required customizations.
Configure the customization for picklist
The default picklist configuration can be found at <C:\Program Files\Trillium Software\TSQuality\17\TSCrmMSD\Deployment\Picklist_Config>
- In order to use the default configuration, you must use the default project provided with Trillium Quality for Dynamics.
- If you use a custom Trillium Quality project, you need to update the DeploymentConfiguration.xml and Webresource.xml files accordingly.
Adding a picklist to a new installation
- Overwrite the files located in C:\Program Files\Trillium Software\TSQuality\17\TSCrmMSD\Deployment with the default configuration files from the Picklist_Config directory.
- Continue installing Trillium Quality for Dynamics as instructed at Installing Trillium Quality for Dynamics.
- After completing the installation, you need to update your forms to access the pre-configured picklist. To update the form, follow the steps given in Add a state picklist to the form.
Adding a picklist to an existing installation
- Overwrite the DeploymentConfiguration.xml file located in C:\Program Files\Trillium Software\TSQuality\17\TSCrmMSD\Deployment with the DeploymentConfiguration.xml file from the Picklist_Config directory.
- Start a new instance of the TSCrmMSD_Deployment_Manager >
Installation Steps. Perform the following steps:
- Under Prepare Install section, select Step 1.
- Under Import Metadata section, select
Add Fields to standard entitiesStep 2A and Install Plugin
baseStep 2E. Attention: Be sure to perform Step 2A as it adds the preconfigured picklists to your entities.
- Under Update Configuration section, select Link Plugin EventsStep 3A and Plugin User ContextStep 3B.
- Edit the webresource.xml, located as part of
the Trillium_for_MSD solution within your Dynamics instance, such that the
field mapping matches the default webresource.xml
located in the Picklist_Config directory.Note: Editing the webresource.xml ensures the mapping between the Trillium fields in your project and the CRM fields is correct. If you use a custom Trillium Quality project, your mapping may differ from the default.
Add a state picklist to the form
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In a browser, open CRM and select one of the following:
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If you are using a separate solution for customizations as described in Creating a Solution for Trillium Quality for Dynamics Customizations, select Settings > Solutions and select the solution.
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If you are not using a separate solution for customizations, select Settings > Customizations > Customize the System.
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Select the entity to be edited from the left pane (Solution pane).
- Select the form you want to add a picklist to, from the entity drop down. A list of Active Forms is displayed and you can open the form you want to edit.
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Select the TSS Region Picklist field fields and drag them onto the form, from the Field Explorer in the right pane.
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Optionally, open the field properties of the picklist field and change the display name and click OK.Note:
- Each contact supports up to three lists for the selected address.
- By default this list contains 50 US states and 7 US Territories.
- To update an option in drop down list, find the field, delete the field, and then redeploy through the deployment manager or edit the field manually using the Customization Explorer.
You now have a Form entity with a cleansable US state picklist.